Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Buy
2025
Q1
$155K Buy
2024
Q4
$169K Buy
2024
Q3
$50.3K Sell
2024
Q2
$1.14M Buy
2024
Q1
$178K Sell
2023
Q4
$438K Sell
2023
Q3
$441K Buy
2023
Q2
$385K Buy
2023
Q1
$416K Buy
2022
Q4
$382K Buy
2022
Q3
$382K Buy
2022
Q2
$411K Sell
2022
Q1
$701K Buy
2021
Q4
$685K Buy
2021
Q3
$497K Sell
2021
Q2
$871K Buy
2021
Q1
$457K Buy
2020
Q4
$10K Sell
2020
Q3
$160K Buy